An RRB-1099-R is a special type of 1099-R for Railroad Employees. There is no box 7 code on it but when you choose the 1099-R type as a RRB-1099-R then one on the questions that is asked is what what is the earliest age that you could have retired if you were not disabled. If you enter an age that is less or equal to your age at the time of the distribution then the distribution will be reported on line 16 on the 1040 form as a pension. If you enter an age that is greater than your age then it will go on line 7 since it would be considered to be a replacement of wages and not a pension.
I suggest that you delete the RRB-1099-R form and re-enter it paying close attention to all questions. Be sure to pick the RRB-1099-R type and not just a 1099-R.
Enter a 1099-R here:
Federal Taxes,
Wages & Income
I’ll choose what I work on (if that screen comes up),
Retirement Plans & Social Security,
IRA, 401(k), Pension Plan Withdrawals (1099-R).
OR Use the "Tools" menu (if online version under My Account) and then "Search Topics" for "1099-R" which will take you to the same place.
Be sure to choose which spouse the 1099-R is for if this is a joint tax return.
Be sure to pick the correct 1099-R type: Standard 1099-R, CSA-1099-R, CSF-1099-R, RRB-1099-R.
[NOTE: When you get to the "Your 1099-R Entries" screen where you can add another 1099-R, use "continue" to keep going as there are additional interview questions after that screen in most cases. You can always return as shown above.]
**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**
